Denver PWM LLC Has $4.56 Million Stock Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Denver PWM LLC raised its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 191.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 196,545 shares of the company’s stock after purchasing an additional 129,003 shares during the period. Schwab US Large-Cap ETF makes up approximately 1.8% of Denver PWM LLC’s investment portfolio, making the stock its 17th biggest position. Denver PWM LLC’s holdings in Schwab US Large-Cap ETF were worth $4,556,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Cornerstone Planning Group LLC increased its holdings in Schwab US Large-Cap ETF by 200.8% in the third quarter. Cornerstone Planning Group LLC now owns 791 shares of the company’s stock valued at $54,000 after purchasing an additional 528 shares during the period. Lynx Investment Advisory increased its holdings in Schwab US Large-Cap ETF by 3.5% in the third quarter. Lynx Investment Advisory now owns 16,503 shares of the company’s stock valued at $1,120,000 after purchasing an additional 560 shares during the period. Glass Jacobson Investment Advisors llc increased its holdings in Schwab US Large-Cap ETF by 39.1% in the third quarter. Glass Jacobson Investment Advisors llc now owns 2,024 shares of the company’s stock valued at $137,000 after purchasing an additional 569 shares during the period. Kingsview Wealth Management LLC increased its holdings in Schwab US Large-Cap ETF by 2.8% in the third quarter. Kingsview Wealth Management LLC now owns 22,409 shares of the company’s stock valued at $1,520,000 after purchasing an additional 607 shares during the period. Finally, Claro Advisors LLC increased its holdings in Schwab US Large-Cap ETF by 4.6% in the third quarter. Claro Advisors LLC now owns 14,027 shares of the company’s stock valued at $952,000 after purchasing an additional 622 shares during the period.

Schwab US Large-Cap ETF Stock Down 1.8 %

NYSEARCA SCHX opened at $23.75 on Friday. The company has a market capitalization of $53.20 billion, a price-to-earnings ratio of 26.64 and a beta of 1.02. Schwab US Large-Cap ETF has a twelve month low of $19.50 and a twelve month high of $24.31. The stock has a fifty day simple moving average of $23.72 and a 200 day simple moving average of $23.06.

About Schwab US Large-Cap ETF

Schwab U.S. Large-Cap ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index (the Index). The Fund’s index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization.